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CRM automation guide

The Zapier Blog

It's happening on your website, in your inbox, through social media, at events, or across dozens of other tools your team relies on every day. It's about keeping that data up to date, ensuring the right people take action at the right time, and creating consistent, scalable workflows across your entire go-to-market motion.

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How to create an on-call notification bot with Zapier Agents

The Zapier Blog

As an IT professional, you're tasked with safeguarding your business from any tech disasters. Fortunately with Zapier, you can build, deploy, and scale AI-powered agents that handle recurring tasks in the background automatically. To set up a new calendar, open your Google Calendar.

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The 10 best VoIP providers to move your business phone to the cloud in 2025

The Zapier Blog

Connect your VoIP platform to your business apps automatically Learn how And with so much work being performed at home or in combination with an office, the need for clunky desk-hogging wired phones just seems impractical. Download an app to start making calls from a desktop, laptop, and mobile phone in a matter of minutes.

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How to create a spreadsheet CRM in Google Sheets (+ free CRM template)

The Zapier Blog

Make your Google Sheets work for you Automate Google Sheets Spreadsheet CRMs are perfect for those just starting out or small business owners looking to upgrade from that old shoebox under their desk. Of course, you can also build your own CRM spreadsheet from scratch in Google Sheets if you prefer. I named mine "Customer Data."

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Find your chronotype and schedule your productivity

The Zapier Blog

And yes, when you work on certain types of tasks absolutely impacts your productivity. Once you understand your chronotype—and start using that understanding to schedule your daily tasks—your productivity will get the boost it needs. But timing isn't a one-size-fits-all approach. Table of contents What is a chronotype?

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How to automate ChatGPT

The Zapier Blog

With multiple models at your disposal (from the latest o3 and o4-mini models to OpenAI's flagship multimodal GPT-4.1), it can write code, solve complex problems, carry out highly creative tasks, and even provide deep research in a fraction of the time it would take a human. Which model should you use with our ChatGPT integration?

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12 communication plan templates—and how to write your own

The Zapier Blog

Any gap in communication can lead to difficulties that range from minor project blips to absolute disaster. Their communication strategy involves creating anticipation through teaser campaigns, leveraging secrecy to build excitement, and hosting live events to unveil new products. Let's take Apple as an example.